Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XJTDX (Nuveen Tax-Advantaged Dividend Growth Fund) | NA | 12.42% | 12.86% | 9.11% | 7.12% | NA | NA | … | … |
Data as of 01/07/2022, Common starting date is 06/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XJTDX (Nuveen Tax-Advantaged Dividend Growth Fund) | 06/27/2007 | 01/07/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 12.42 | 12.86 | 9.11 | 7.12 | NA | NA | … | … | 0.00 | 12.13 | -3.46 | 15.39 | -9.87 | 22.84 | -1.08 | -9.42 | 8.04 | 19.17 | 11.87 | -4.24 | 9.01 | 15.88 | -38.30 | -4.87 |
| Sharpe Ratio | NA | 1.15 | 0.52 | 0.41 | 0.40 | NA | NA | … | … | NA | 1.80 | -0.10 | 1.12 | -0.49 | 3.54 | -0.09 | -0.60 | 0.78 | 1.75 | 0.95 | -0.19 | 0.56 | 0.56 | -0.91 | -0.84 |
| Standard Deviation(%) | NA | 10.14 | 23.39 | 19.72 | 16.70 | NA | NA | … | … | NA | 10.67 | 37.66 | 12.46 | 22.63 | 6.29 | 14.69 | 15.65 | 10.35 | 10.92 | 12.60 | 22.67 | 15.94 | 28.16 | 42.85 | 14.32 |
| Draw Down(%) | NA | 6.35 | 44.19 | 44.19 | 44.19 | NA | NA | … | … | NA | 4.08 | 44.19 | 7.60 | 26.86 | 2.14 | 11.87 | 16.44 | 8.78 | 9.40 | 10.88 | 20.83 | 13.77 | 34.91 | 50.95 | 7.61 |
| Yield(%) | 0.00 | 2.02 | 6.18 | 6.26 | 5.06 | 2.43 | 1.83 | … | … | 0.00 | 2.07 | 6.56 | 8.49 | 6.90 | 5.76 | 0.00 | 0.00 | 7.19 | 5.39 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 01/07/2022, Common starting date is 06/27/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XJTDX (Nuveen Tax-Advantaged Dividend Growth Fund) |
-13.04%
Aug 2007 – Aug 2010 |
-5.00%
Oct 2007 – Oct 2012 |
0.48%
Aug 2007 – Aug 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XJTDX (Nuveen Tax-Advantaged Dividend Growth Fund) |
19.32%
Feb 2009 – Feb 2012 |
15.70%
Feb 2009 – Feb 2014 |
9.14%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart